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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,218 | $88,815-91.9% | $81,882-91.2% | $145,897-95.1% |
| Participation rate | 11.1% | 75.1%-64.0pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 11.39% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $436 | $3,086-85.9% | $2,916-85.0% | $4,663-90.6% |
| Participant deferral / active EE | $462 | $4,647-90.1% | $4,323-89.3% | $6,689-93.1% |
| Admin fee / account holder | $6,113 | $8,434-27.5% | $7,360-16.9% | $13,390-54.4% |